You can view matters under a case from the Case Details > Matters page.

The matters list show the ID, name, and security policy of the matters by default, and you can sort by these headings as required.

Adding matters to a case

You can add matters to the case from the Case Details > Matters page. Also refer to Case matter business rules.

1. In the Cases dashboard:
   • Hover on the row of the relevant case.
   • Select .The Matters page with the list of matters, appears.
2. To add a matter under the case, 

   1. Select Add Matter. The Add Matters to Case dialog box appears.

   2. Select the matters you want to add, by:

      1. Using a semicolon-separated list of matters to filter the matter list, and then bulk add the filtered matters. For more information about how to do this, see Filters.
         Or
      2. Manually selecting the checkboxes next to the matters you want to add, or selecting the row of the matters you want to add. To select all available matters, select the uppermost check box on the left, or if a matter is already selected, you can also select Select All n Items, where n represents the number of items available for selection.

   3. Select OK.

      1. If the matters you have selected are under 'more restrictive' client (or client group) security (that is, a under a client or client group with a restricted security policy and 'Limited to users named under <asset> staffing' setting set to true), but the case staffing does not include users not included in the client (or client group) staffing, then the matters are added to the case.

      2. If the matters you have selected are under 'more restrictive' client (or client group) security (that is, a under a client or client group with a restricted security policy and 'Limited to users named under <asset> staffing' setting set to true), and the case staffing includes users not included in the client (or client group) staffing, you have the option to change the client (or client group) security to 'Open up' type, that is, to set the 'Limited to users named under <asset> staffing' setting to false, to enable addition to the case, or the option to not add that matter to the case.
         
         1. You can select resolution Allow open up or Don't add individually for each matter selected, or you can multiselect matters and select a resolution for all.
            To proceed, you must select a resolution for each matter.

         2. When a resolution is selected for each matter, the Continue button becomes available. Select it to proceed. The selected resolutions are applied, and any matters to be added to the case are added.

            NOTE:

            When you add a matter under a case, the matter security changes to 'restricted by case' and you cannot make any changes to the matter security while the matter remains in the case.

Removing matters from a case

You can remove a matters from a case. When a matter is removed from a case,

• It retains:
• • Case administrators (of any type)
  • Case security policy and access request preference
  • Case staffing
  • Case notification preferences
  • Case conflicted users
  • Case opposing team sets

    
    

• It does not retain:

  • Any self-maintaining rules that were on the matter prior to it being added to the case. If required, these should be defined again for the matter, after its removal from the case.

To remove a matter from a case:

1. Select the row of the matter you want to remove.

2. Select  > Remove. 
   The matter is removed from the case.

Case matter business rules

1. When you add a matter under a case, the matter security changes to 'restricted by case' and you cannot make any changes to the matter security while it remains in the case.
2. Matters under clients (or client groups) with 'more restrictive' security (that is, a under clients or client groups with Restricted security policy and 'Limited to users named under <asset> staffing' setting set to true), or under 'Restricted' (at matter level) security, cannot be added to a case if the case staffing includes users not included in the relevant asset staffing, unless the client (or client group) security is changed to a more 'open' type, that is, to set the 'Limited to users named under <asset> staffing' setting to false. You are presented with this option when adding matters to a case. See Step #2 in Adding matters to a case.
   
3. When you add a matter to a case, the opposing team sets of the matter oppose the case as well.
4. If two matters are opposing each other, you cannot add them under a case.
5. When you add a matter to a case, the users excluded at the matter level are also excluded at the case level, and such users do not have access to the case content.
6. When you add a matter to a case, the matter conflicted users and users working on opposing matter teams are conflicted at the case level as well, and such users do not have access to the case content.
   
7. When you add a matter under a case, the self-maintaining rules and matter staffing are cleared, and remained cleared if the matter is moved out of the case; in such case, the self-maintaining rules must be re-entered if required.

Also refer to Managing Matter Access Requests.